Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry David Johnson is a registered representative with over 30 years of experience in the financial services industry. Gerry is currently associated with Osaic Wealth, Inc. in SOUTHPORT, NC. Previously, Gerry was a registered representative with SECURITIES AMERICA, INC., INVESTORS SECURITY COMPANY, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, INTERNATIONAL MONEY MANAGEMENT GROUP, INC., ROYAL MACCABEES SECURITIES COMPANY, NORTH AMERICAN INVESTMENT CORP., and LANG AND COMPANY. Gerry specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTHPORT NC)
NC
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHPORT NC)
VA
05/13/2005 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (ANNADALE VA)
AZ
11/16/1998 - 03/29/2005
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MD
03/10/1994 - 11/02/1998
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
MI
10/25/1993 - 03/23/1994
ROYAL MACCABEES SECURITIES COMPANY (SOUTHFIELD MI)
MD
06/11/1991 - 10/29/1991
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
MD
01/09/1986 - 11/19/1990
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
NA
04/30/1985 - 01/06/1986
NORTH AMERICAN INVESTMENT CORP.
NA
12/18/1984 - 04/30/1985
LANG AND COMPANY
BC
Issued 04/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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